Carmignac Gestion Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$6.3B
Holdings
149
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ALTREURALTAIR ENGINEERING INC | 16,886 | $1.8B | 29.36% | |
| 102 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 1,933,531 | $1.8B | 29.27% | |
| 103 | BUSDBARNES GROUP INC | 36,357 | $1.7B | 27.38% | |
| 104 | ROICUSDRETAIL OPPORTUNITY INVESTMENTS CORP | 98,051 | $1.7B | 27.13% | |
| 105 | TASKTASKUS INC | 100,000 | $1.7B | 27.00% | |
| 106 | 7SUSUMMIT MATERIALS INC | 33,150 | $1.7B | 26.73% | |
| 107 | ACMRACM RESEARCH INC | 109,861 | $1.7B | 26.44% | |
| 108 | VLTOVERALTO CORP | 15,644 | $1.6B | 25.39% | |
| 109 | BERYEURBERRY GLOBAL GROUP INC | 24,411 | $1.6B | 25.16% | |
| 110 | CRMSALESFORCE INC | 4,685 | $1.6B | 24.96% | |
| 111 | FSLRFIRST SOLAR INC | 8,746 | $1.5B | 24.56% | |
| 112 | ONON SEMICONDUCTOR CORP | 24,350 | $1.5B | 24.47% | |
| 113 | SITESITEONE LANDSCAPE SUPPLY INC | 9,966 | $1.3B | 20.93% | |
| 114 | PDDPDD HOLDINGS INC | 13,278 | $1.3B | 20.52% | |
| 115 | MTZMASTEC INC | 8,960 | $1.2B | 19.44% | |
| 116 | HESHESS CORP | 8,379 | $1.1B | 17.76% | |
| 117 | GOTUGAOTU TECHEDU INC | 502,350 | $1.1B | 17.53% | |
| 118 | DARDARLING INGREDIENTS INC | 30,917 | $1.0B | 16.60% | |
| 119 | 07SSECUREWORKS CORP | 113,769 | $962.5M | 15.34% | |
| 120 | HXLHEXCEL CORP | 14,804 | $928.2M | 14.79% | |
| 121 | TALTAL EDUCATION GROUP | 85,431 | $856.0M | 13.64% | |
| 122 | —ARCADIUM LITHIUM PLC | 156,094 | $800.8M | 12.76% | |
| 123 | DESPDESPEGAR.COM CORP | 40,000 | $770.0M | 12.27% | |
| 124 | LAURLAUREATE EDUCATION INC | 40,000 | $731.6M | 11.66% | |
| 125 | TBBBBBB FOODS INC | 25,000 | $707.0M | 11.27% | |
| 126 | ANETARISTA NETWORKS INC | 6,000 | $663.2M | 10.57% | |
| 127 | ALBALBEMARLE CORP | 7,499 | $645.5M | 10.29% | |
| 128 | GLOBGLOBANT SA | 3,000 | $643.3M | 10.25% | |
| 129 | TSLATESLA INC | 1,500 | $605.8M | 9.65% | |
| 130 | LBTYALIBERTY GLOBAL LTD | 47,100 | $601.0M | 9.58% | |
| 131 | —WNS HOLDINGS LTD | 12,000 | $568.7M | 9.06% | |
| 132 | BEKEKE HOLDINGS INC | 30,456 | $561.0M | 8.94% | |
| 133 | MUMICRON TECHNOLOGY INC | 6,000 | $505.0M | 8.05% | |
| 134 | INODINNODATA INC | 12,500 | $494.0M | 7.87% | |
| 135 | SNRENSUNRISE COMMUNICATIONS AG/OLD | 9,420 | $405.8M | 6.47% | |
| 136 | NOVNOV INC | 25,000 | $365.0M | 5.82% | |
| 137 | ELESTEE LAUDER COS INC/THE | 4,800 | $359.9M | 5.74% | |
| 138 | DDOGDATADOG INC | 2,500 | $357.2M | 5.69% | |
| 139 | RNWRENEW ENERGY GLOBAL PLC | 50,000 | $341.5M | 5.44% | |
| 140 | COINCOINBASE GLOBAL INC | 1,224 | $303.9M | 4.84% | |
| 141 | TPICQTPI COMPOSITES INC | 137,311 | $259.5M | 4.14% | |
| 142 | GRMNGARMIN LTD | 800 | $165.0M | 2.63% | |
| 143 | ATSG*AIR TRANSPORT SERVICES GROUP INC | 6,729 | $147.9M | 2.36% | |
| 144 | NOVAQSUNNOVA ENERGY INTERNATIONAL INC | 41,999 | $144.1M | 2.30% | |
| 145 | PLUNPLUG POWER INC | 67,284 | $143.3M | 2.28% | |
| 146 | RUNSUNRUN INC | 11,626 | $107.5M | 1.71% | |
| 147 | SEDGSOLAREDGE TECHNOLOGIES INC | 5,975 | $81.3M | 1.29% | |
| 148 | BIDUNBAIDU INC | 791 | $66.7M | 1.06% | |
| 149 | RBLXROBLOX CORP | 382,300 | $22.1M | 0.35% | Call |
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